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Vanguard Small-Cap Value ETF

985 hedge funds and large institutions have $14.2B invested in Vanguard Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 437 increasing their positions, 306 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
985
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
17.3%
Holding in Top 10
73
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.98%
% of All Funds
1.28%
New
66
Increased
437
Reduced
306
Closed
50
Calls
$14.2M
Puts
$3.98M
Net Calls
+$10.2M
Net Calls Change
+$9.05M
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
701
Retirement Planning Group (Kansas)
Kansas
$351K -$1.68M -9,955 -83%
FPCP
702
Fort Point Capital Partners
California
$351K +$48.4K +286 +16%
CIC
703
Carnegie Investment Counsel
Ohio
$349K +$16.6K +98 +5%
VVP
704
Venture Visionary Partners
Ohio
$346K
BAS
705
Brown Advisory Securities
Maryland
$344K
BZWA
706
Blue Zone Wealth Advisors
California
$343K +$5.08K +30 +2%
HIP
707
Harrell Investment Partners
Texas
$342K
RG
708
Rathbones Group
United Kingdom
$339K
MA
709
Mezzasalma Advisors
New Jersey
$337K -$10.2K -60 -3%
CIAS
710
Capital Investment Advisory Services
North Carolina
$336K
AIA
711
Arbor Investment Advisors
North Carolina
$336K +$1.02K +6 +0.3%
ECG
712
EPIQ Capital Group
California
$334K +$1.18K +7 +0.4%
SWA
713
Sax Wealth Advisors
New Jersey
$331K
WTC
714
WhitTier Trust Company
Nevada
$329K
MWM
715
Minot Wealth Management
Massachusetts
$329K +$50.9K +300 +18%
EWM
716
Evercore Wealth Management
New York
$328K
HIIFS
717
Harel Insurance Investments & Financial Services
Israel
$325K -$508 -3 -0.2%
AP
718
Appleton Partners
Massachusetts
$324K +$26.4K +156 +9%
ECM
719
Evergreen Capital Management
Washington
$323K +$323K +1,906 New
BB
720
Busey Bank
Illinois
$321K +$26.1K +154 +9%
GGS
721
Galvin Gaustad & Stein
Arizona
$318K +$17.1K +101 +6%
SFS
722
Summit Financial Strategies
Ohio
$317K +$31.6K +187 +11%
TFCP
723
Twin Focus Capital Partners
Massachusetts
$313K
CAL
724
Capital Advisors Ltd
Ohio
$313K
MMHP
725
Murphy Middleton Hinkle & Parker
Georgia
$313K